Clear Brook Advisors, Inc.

Massachusetts
Registered In
03/28/2019
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Clear Brook Advisors, Inc. at 420 Boylston ST STE 504, Boston, Ma 02116 lists H. Whitney Wagner and C. Kenneth Strachan of Boston, MA as the associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Foreign Corporation
Status
Active
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SEC | EDGAR Trellis.Law Recent News
H. Whitney Wagner Registered Agent
420 BOYLSTON ST FL 5TH, BOSTON, MA 02116
H. Whitney Wagner President
420 BOYLSTON ST FL 5TH, BOSTON, MA 02116
C. Kenneth Strachan Vice President
420 BOYLSTON ST FL 5TH, BOSTON, MA 02116
420 BOYLSTON ST STE 504, BOSTON, MA 02116 View Map
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Financial Information for Clear Brook Advisors, Inc.

Form 5500

CLEAR BROOK ADVISORS INC

420 Boylston ST 5th Floor, Boston, Ma 02116 (617) 315-8979 EIN:94-3405225 Plan Admin:Edward Rojas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0 2023 CLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 7 $0 / $0
2022 Plan NameCLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $0 2022 CLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 7 $0 / $0
2021 Plan NameCLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $0 2021 CLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 5 / 6 $0 / $0
2020 Plan NameCLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0 2020 CLEAR BROOK ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 5 / 5 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Address Match:420 Boylston St Ste 504 Boston, MA
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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